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Excel Template?

Last post 10-20-2009, 9:27 PM by pschott. 1 replies.
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     10-20-2009, 9:09 PM 15561

    Excel Template?

    Each month I have to format our volunteer schedules after pulling them from F1's Report Library.  Does anyone know of a way to create an Excel Template and import the report data into it so that it is already formatted each month?

     10-20-2009, 9:27 PM 15562 in reply to 15561

    Re: Excel Template?

    If you do the same thing every time, there should be a "Macro Recorder" that you can start to record your actions.  Excel will then remember those and you can save it and re-execute it each time.  That depends pretty heavily on being able to repeat the steps exactly each time, though.

    You may be able to use a PivotTable or PivotChart to point to the Excel output in one sheet and have it pulled in the same way each time into a separate sheet.  That may be more complex than you want, though. It would allow you to analyze your data or choose not to, depending on what you want to do with it.

    In general, if you can get by with selecting entire rows or columns and performing those actions, you should be able to either automate it or format it through a Macro or even a Pivot Table. Without knowing more details about what you're trying to do, it's hard to give more details.

    For Him,

    -Peter Schott

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